Where it invests:
The fund Piraeus Balanced Defensive Strategy Fund of Funds
invests primarily in units of UCITS or other collective investment undertakings that offers asset class diversification to global equity and bond markets. Among other factors, the Fund uses environmental, social and governance (ESG) related criteria to choose funds
Who is it for:
Investors with medium term investment horizon and medium risk tolerance looking to achieve high returns in the form of capital gains by investing in a diversified portfolio of UCITS units
What is the investment goal:
The fund investment objective is to achieve the greatest possible performance, while undertaking the minimum investing risk possible, by investing primarily in a diversified portfolio of equity and fixed income funds (funds that invest in either stocks or fixed income instruments).
Which factors affect returns:
The price fluctuations of the UCITS the fund invests, in proportion to the price fluctuations of the financial instruments in which those UCITS invest directly due to market risk and currency risk.